Prepare your VAT summary in Noétis

Noétis shows a VAT summary so you can see the picture before a deadline: VAT collected, VAT deductible, balance due. It is a reading of your entries — Local · Offline · Business. Noétis does not file on your behalf and sends nothing to the tax authority.

What the VAT summary is in Noétis

The screen title is « Tableau de bord ». The TVA tab — between TDB and Bilan, next to Journal, TDB, Bilan and Comptes — shows the « Synthèse » card. Amounts follow the entries in the filtered period:

• Chiffre d’affaires HT — sales base excluding tax for the period.
• Collectée (4457) — VAT charged on sales, split by rate: 20 %, 10 %, 5,5 % and 2,1 %.
• Déductible (4456) — deductible VAT on eligible purchases and expenses.
• À payer — indicative balance (collected minus deductible) for the period on screen.

Under the card, the « Écritures TVA » list shows the source lines. Columns are Date, Compte, Libellé and Montant. When no line matches the filter, the list reads « Aucune écriture TVA sur la période. » The summary amounts then read 0,00 €.

Where to find it

1. Open Noétis: the header shows « Tableau de bord » and the file regime (for example « BIC micro »).
2. Tap the TVA tab. The tabs are Journal, TDB, TVA, Bilan and Comptes.
3. Read the « Synthèse » card: Chiffre d’affaires HT, Collectée (4457), Déductible (4456), À payer.
4. Scroll to « Écritures TVA » for Date, Compte, Libellé and Montant.

Choose the period and the scope

The filter bar under the title frames the whole summary. On the TVA tab, the chips run left to right. With a wide scope their values are:

1. Set AN to the year you are preparing, then MOIS to the calendar month — or leave MOIS on « Tous » for the whole year.
2. For a global summary, leave BNQ on « Tous », and CPT, TAG and PROJ on « Aucun ».
3. After each filter change, reread Collectée (4457), Déductible (4456) and À payer.

How to read the summary

Collectée (4457)

This is the VAT charged on your sales. The card splits four rates, in this order: 20 %, 10 %, 5,5 % and 2,1 %. Check that the mix matches your activity.

Déductible (4456)

This is the VAT you can recover on purchases and expenses, as your entries record it. An unusual amount (too low or too high) often means a misclassified line: open « Écritures TVA » and check the account.

À payer

Indicative balance for the filtered period: collected minus deductible. It helps you prepare the deadline. It is not a prefilled form, and it is not a tax validation.

Checklist before the deadline (outside Noétis)

• AN and MOIS match the period you are preparing.
• Chiffre d’affaires HT is consistent with activity in that period.
• Collectée (4457): the rates 20 %, 10 %, 5,5 % and 2,1 % and the amounts look plausible.
• You have scanned « Écritures TVA » (Date, Compte, Libellé, Montant).
• Déductible (4456): accounts and documents agree.
• À payer has been reread. What follows happens in your usual channel (professional portal or accountant).

Common questions